Is Western Digital (WDC) Fully Valued After Toshiba's HDD Expansion Plan?

Western Digital (WDC) is back in focus after Toshiba outlined plans to almost double hard disk drive output for AI data centers, a move that triggered a sharp swing in the stock. Western Digital’s share price has pulled back sharply in the short term, with the stock down 10.8% over the past week and 29.9% over 90 days, even after news driven swings around Toshiba and the TDK bidding headlines. That near term volatility contrasts with powerful momentum over a longer horizon. Western Digital...